The Role This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and pitch in wherever needed. This role requires both strong organizational and process skills related to your administrative duties, as well as creativity and resourcefulness related to solving problems in support of aligned leader and teams.
The Expertise and Skills You Bring
* A bachelor's degree is preferred, or secretarial certificate with related work experience.
* 3+ years of relevant experience preferably in a professional office environment.
* Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity.
* Ability to be proactive and communicate effectively with all levels of Fidelity.
* Possess strong Microsoft Office software experience and have the aptitude to learn new technology quickly.
* Experience with driving process improvements and demonstrate creativity in solving issues.
* You have unrivaled attention to detail and consistent delivery of the highest quality of work.
* Strong collaboration skills and enjoy working with a diverse and high performing team.
* Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses.
* Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed.
* Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed.
* Communicating as liaison with other internal departments.
* Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials.
* Provide support for onsite visits and events in coordination with aligned teams.
* Knowledge Librarian for internal user procedure documents.
* Perform project related duties as needed.
Note: Fidelity is not providing immigration sponsorship for this position
Certifications:
Category:
Administration
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$70k-101k yearly est. 10d ago
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Principal, User Experience Content Strategist
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The User Experience Content (UXC) team contributes to Fidelity.com, NetBenefits.com, and our mobile apps that help people manage their investments, take advantage of their benefits, and plan for tomorrow. These are among the most heavily trafficked financial services websites and mobile applications in the world. This team's strength is its ability to view the experience holistically and connect customers' unique needs with the right Fidelity products, services, and resources to meet them.
As a Principal in UX Content Strategy in Wealth, you'll play a key role in shaping the type of help, guidance, and advice people receive at different service levels-whether they are self-directed or advised or a little of both-at all the touchpoints of their journey. You'll translate sometimes sophisticated financial topics and strategies into clear, effective digital content that our customers can understand and that can help guide their conversations with advisors.
You'll work with marketing and product teams in a variety of ways:
* Craft marketing copy for product experiences and campaign landing zones.
* Integrate thought leadership and education for contextual learning across primary journeys as well as develop tools that educate by doing.
* Develop messaging based on audience segmentation and personalized data that drives new relationships and deepens existing ones.
* Create sales tools with and for advisors that can be used to explain our products and services and the value they provide.
* Propose UX solutions that make it clear what information we need from people and how we'd manage their money.
* Drive content strategies that focus on business-critical objectives while ensuring the customer is at the center of everything we do.
You're passionate about language, a natural collaborator, and thrive in partnership with multi-faceted teams-marketing, experience designers, developers, legal and compliance officers, advisors, and investment management teams. You're generally comfortable with advanced financial themes and can explain things like tax-loss harvesting, asset allocation, estate planning, and income protection, in ways that enhance comprehension and decision making. And you'll help guide projects from concept to completion, using data and analytics to test, iterate, and continuously improve content.
The expertise and skills you bring
* 5-7+ years of professional writing experience in UX writing, copywriting, or technical writing. Experience in financial services is essential, as is a strong portfolio that demonstrates your familiarity with the subject matter.
* A versatile writer who can tailor messaging for diverse audiences with varying levels of understanding.
* A dynamic individual contributor with experience driving projects with teams of 5 or more creatives.
* A clear communicator who can confidently articulate and advocate for a point of view, while finding common ground with product leadership and legal partners when necessary.
* A strategic problem solver who can zoom out to see the big picture, then translate it into cohesive content blocks that can fit all the details.
* A curious collaborator who asks the right questions and works effectively with many different players and points of view.
* Experience crafting personalized content and applying best-in-class UX across mobile and web platforms, not just articles.
* A track record of delivering successful business results, balancing multiple priorities, and building trust with partners who rely on our expertise, fast.
Note: Fidelity will not provide immigration sponsorship for this position
Certifications:
Category:
Marketing
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$77k-98k yearly est. 6d ago
Retirement Analyst, Fidelity Workplace Consulting
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
Retirement Analyst, Center of Excellence - Back Office Administration Team The Role Your key responsibilities will be around the administration of defined benefit (DB) pension plans on behalf of our clients and their participants. This includes second-signing and processing pension (and possibly defined contribution and post-retirement health & welfare) transactions. Other key responsibilities for this Grade 4 position include performing and reviewing pension benefit calculations, working with data, reviewing forms & letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for:
* Acting as a subject matter expert on end-to-end administrative processes, participant issue resolutions, disbursements, and data updates
* Serving as an expert on multiple clients' plan provisions, processes, and calculations (including maintaining documentation on these items)
* Completing client requests, responding to participant inquiries, and analyzing/solving data and other complex issues
* Participating in special projects (e.g., new client implementations, divestitures, mergers, corporate actions, etc.) related to DB administration services
* Performing peer-review of work completed by other team members to ensure the product is accurate and of the highest quality
* Reading and interpreting client plan documents/amendments, sample calculations, SPDs, plan provisions, plan administration manuals, and other documentation
* Analyzing, reviewing, and guiding client teams to the resolution of escalated client or participant issues
* Coaching and mentoring junior staff
The Expertise and Skills You Bring
* Bachelor's Degree or equivalent work experience
* 5+ years of defined benefit experience working for a benefits consulting firm or plan sponsor
* Excellent mathematical and analytical skills
* Exemplary critical thinking and problem-solving skills
* Ability to balance and prioritize multiple projects in a fast-paced work environment
* Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality
* Technically inclined with Microsoft Excel and Word applications
* Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications
* Ability to query, modify, set-up, and review test cases used to test pension administration systems (including data, calculations, forms & letters, disbursements, etc.)
* Experience working with pension disbursements - this includes initial pension payment set-ups, changes, stops, death processing, and reconciliations
Note: Fidelity will not provide immigration sponsorship for this position.
The Value You Bring
You bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.
* Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.
* Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.
* Resourceful and Organized: Adept at juggling multiple priorities-while staying focused and organized.
* Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.
* Comfortable with Ambiguity: Excel in environments where the path isn't always clear, using strategic thinking and adaptability to navigate uncertainty.
* Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.
* Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Team
This role will reside within Workplace Consulting's Center of Excellence (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: *******************************************************
The base salary range for this position is $67,000-127,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Consulting
$67k-127k yearly 12d ago
Education Consultant I - Arlington, VA
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
Education Consultant I Candidate ideally with reside in the Arlington, VA area to be considered for the opportunity. Will consider other locations nationally for qualified candidates. The Role As an Education Consultant, you are part of Fidelity's Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you're a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include:
* Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion.
* Present and communicate to our plan participants in various mediums and timeframes - 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings.
* Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience.
* Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records.
* Strict adherence to business unit compliance requirements.
* An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy.
* Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours.
* Conduct triage 1 on 1 appointments with Plan Participants - triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution.
The Expertise and Skills You Bring
* Bachelor's degree preferred and least 3 years of financial services experience
* Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire
* Customer facing experience
* Demonstrated familiarity with Financial Planning Concepts
* Presentation experience preferred
* Demonstrated ability to independently problem solve/prepare for new challenges
* Willingness to build professional, persuasive presentations with a clear call to action
* Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM
* Ability to conduct onsite & virtual workshops (75% travel)
* Bi-lingual/multi-language speaker a plus
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
* Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
* Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
* Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
* UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
* GROW in your skills to deliver more, world-class planning and education experiences for our participants
* WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling ************, prompt 2, option 3.
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Communication
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$81k-117k yearly est. 55d ago
Director, Risk
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role Director, Asset Management Risk - Resiliency & Operational Risk Strategy A strategic leadership role shaping the resiliency, governance, and risk posture of Fidelity's global Asset Management organization. We are seeking a Director of Asset Management Risk to lead a critical and highly visible function responsible for advancing the resiliency, continuity, and operational risk capabilities across Fidelity's Asset Management (AM) business. This is a unique opportunity for a seasoned risk leader to influence enterprise‑wide strategy, elevate risk maturity, and guide the organization through a complex and rapidly evolving risk landscape.
In this role, you will bring thought leadership, strategic insight, and strong collaboration skills to help the organization anticipate risks, strengthen controls, and enhance preparedness for business and technology disruptions. You'll work across trading, technology, operations, investment teams, and enterprise partners-positioning this role at the center of AM's operational and strategic ecosystem.
The Opportunity
As Director, you will:
* Set direction for AM's resiliency and continuity strategy, ensuring alignment with enterprise standards while tailoring approaches to the unique needs of our global investment business.
* Provide senior‑level risk advisory support on assessments, governance, issue escalation, program enhancements, and emerging threat analysis.
* Lead a disciplined approach to continuity planning, crisis readiness, and recovery strategy, ensuring AM is positioned to operate effectively during and after disruptive events.
* Oversee testing and validation of AM's technology and vendor resiliency programs, partnering closely with Fidelity's enterprise technology teams.
* Direct the review and governance of information barriers and control frameworks across business units.
* Drive a data‑driven approach to risk identification and decision‑making through automated workflows, dashboards, predictive analytics, and leading risk indicators.
* Represent AM Risk in enterprise working groups, governance forums, and key senior‑leadership discussions.
This role offers substantial exposure to senior executives, opportunities to influence enterprise risk posture, and the ability to shape the long‑term resiliency and operational strategy for the Asset Management business.
What Makes This Role Exciting
* Enterprise Impact: Your strategies will directly influence how Asset Management prepares for, responds to, and recovers from operational and technology risks.
* Strategic Leadership: You'll shape the future of resiliency practices and advance AM's operational risk maturity.
* Cross‑Functional Influence: You'll work across the entire business-trading, technology, operations, investments, data analytics, compliance, and enterprise partners.
* Innovation Opportunity: Drive adoption of advanced analytics, automation, and modern resiliency engineering practices, including cloud‑based (AWS) resiliency.
* Executive Visibility: Present insights, recommendations, and risk intelligence to senior leaders across AM and the enterprise.
* Career Acceleration: This role positions you as a trusted advisor, thought leader, and enterprise‑wide influencer in a domain that is increasingly critical to financial services.
The Expertise You Bring
* Bachelor's degree preferred
* Extensive experience in operational risk, business resiliency, technology risk, or related leadership roles
* Strong command of data analysis
* Deep understanding of continuity planning, technology recovery, and cloud resiliency practices
* Experience advising senior leaders and influencing risk‑related decisions
* Familiarity with Asset Management or Investment Management tech and operations
The Skills You Bring
* Proven leadership experience driving risk or resiliency programs at scale
* Ability to translate complex risks into actionable insights for senior leaders
* Excellence in executive‑level communication, presentation, and stakeholder engagement
* Ability to build consensus and influence across diverse business and tech teams
* Strong project and program management discipline
* Demonstrated ability to design metrics, dashboards, and leading indicators that inform strategic decisions
* Strong judgment, critical thinking, and problem‑solving skills in time‑sensitive environments
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk provides strategic direction and risk intelligence to leaders across Fidelity's AM business. We proactively identify, analyze, and monitor risks to safeguard the interests of the firm, clients, and associates. By partnering with business and technology leaders, we strengthen controls, streamline processes, and elevate the resiliency and stability of the organization. As a director on our team, you will play a key leadership role in driving a more resilient and risk‑aware Asset Management organization.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Risk
$110k-222k yearly 12d ago
Fixed Income and Alternative Security Reference Data Leader
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role Consolidated Data Services is seeking a dynamic and results-driven operations leader to help establish and oversee a newly formed Security Reference Team based in Merrimack, NH. This role centers on leading and supporting the operations team to achieve excellence in day-to-day execution and continuous improvement.
This position emphasizes Operations; it is not a Technology role.
We're looking for a candidate with experience in fixed Income assets and alternative investment instruments such as private credit and broadly syndicated loans (BSLs). The successful candidate will lead efforts to ensure the accuracy, timeliness, and governance of security reference data that supports Fidelity's investment professionals across the globe.
This role offers the opportunity to:
* Help oversee the day to day operations of a high-performing team focused on complex instrument security reference data.
* Partner closely with global investment managers and key business partners on our Fixed Income and High Income trading desks to ensure best in class setup and maintenance of critical reference data.
* Deliver trusted reference data that enables efficient and informed investment decision-making.
* Shape operational processes and data standards for a growing and evolving asset class.
If you're passionate about data quality, operational leadership, and supporting investment excellence in the fixed income, as well as private credit and BSL space, we encourage you to apply.
The Expertise and Skills You Bring
* Bachelor's degree in Business/Finance or related field required
* Financial Services Industry experience working with security reference data preferred
* Knowledge in alternative instruments such as Term Loans, Private Credit, Revolvers, and Real Estate Loans
* Overall knowledge of Securities in the financial industry
* Experienced in managing projects and/or small teams of people in and agile environment
* Ability to multi-task, work under pressure, and meet tight deadlines
* Team player who takes initiative and thinks across Fidelity
* Hands on work style with "can do" attitude with strong desire to make things happen
* Preferred experience with Security Reference Data Storage, Large Industry Market Data Vendors, and other data providers in the industry.
* Strong leader and mentor that builds productive and collaborate relationships with team members
* You are a team player who takes initiative and leads to achieve team goals
* Highly motivated, flexible, quality focused team player with excellent organizational skills
* Ability to work at different levels of detail and can concisely summarize complex issues
* Solid organizational and project management skills to navigate high volume setting with tight deadlines
* Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners
* Strong learning agility to quickly understand and connect key concepts and dependencies
* Formulates both tactical and strategic plans to increase productivity and to reduce risk
* Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions
* Make recommendations for global operational enhancements
* Participates in new product forums and works with GDS management consultancy team to stay abreast of industry news and developments
* Reviews database queries to analyze and validate data for problem resolution for ad-hoc customer questions or issues
* Participates and/or leads Operations Support projects and initiatives involving multiple business partners, provide subject matter expertise
Note: Fidelity will not provide immigration sponsorship for this position
The Team
The team is part of Consolidated Data Services (CDS), which is responsible for FFIO data strategy and governance, data management, advanced data analytics, vendor relations, research and market data services, and more.
"CDS" is part of Fidelity Fund and Investment Operations (FFIO) which provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products.
Certifications:
Category:
Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$93k-161k yearly est. 10d ago
Client Associate
UBS 4.5
Hudson, NH job
Your role * Collaborate closely with financial advisors and team associates to support day-to-day operations * Provide exceptional customer service to clients via phone, email, and in person * Assist with client communications, scheduling, and follow-ups
* Support marketing efforts including event coordination, client outreach, and basic marketing materials
* Maintain organized records and assist with general administrative tasks
* Help ensure a positive, professional client experience at all touchpoints
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* Prior experience in customer service, marketing, administrative support, or team-based environments
* Strong communication and interpersonal skills
* Detail-oriented with excellent organizational abilities
* Comfortable working in a collaborative, fast-paced team setting
* Proficiency with basic office technology (email, CRM systems, Microsoft Office, or similar tools)
* Professional demeanor and client-first mindset
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$63k-104k yearly est. 6d ago
VP, IPO Consultant - Stock Plan Services
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role Make a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity's cross-functional support.
The Team
You will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, and Fidelity Private Shares. You will be the face of Fidelity's IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO.
The Expertise and Skills You Bring
* 15+ years of experience in equity compensation, IPO advisory, or relevant legal experience.
* Series 7/63 licenses required (or obtained within first 120 days).
* Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications.
* Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing)
* Bachelor's degree required; CEP designation preferred.
* Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management.
* Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite.
* Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth & Brokerage, Communications, Implementation, and Fidelity Private Shares.
* Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design.
* Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities.
* Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness.
* Thought leadership to elevate Fidelity's brand through webinars, whitepapers, and industry events.
The Value You Deliver
* Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions.
* Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution.
* Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions.
* Elevate Fidelity's brand as IPO-proficient through thought leadership and market engagement.
* Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable)
* Support implementation teams during private-to-public transitions
Note: Fidelity is not providing immigration sponsorship for this position.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Business Strategy
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$112k-148k yearly est. 10d ago
Sr. Fraud Technology Risk Analyst
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role Are you passionate about protecting customers and the enterprise from fraud risk? The Enterprise Technology Risk & Analytics (ETRA) group is seeking a seasoned professional to join the Fraud Risk Technology function. The Fraud Technology Risk Analyst will serve as a key member of the second line of defense, providing independent oversight and effective challenge of fraud-related technology risks across the enterprise. This role is responsible for evaluating fraud risk controls, monitoring emerging threats, and ensuring alignment with regulatory expectations and industry best practices. You will collaborate extensively with Fidelity's risk organization, first line fraud teams and business groups, providing subject matter expertise to support the fraud risk management program.
The Expertise and Skills You Bring
* Bachelor's degree in Information Security, Risk Management, Computer Science, or related field.
* Minimum of 5-8 years of experience in technology risk, fraud risk management, or cybersecurity.
* Strong understanding of fraud schemes, detection technologies, and risk management frameworks.
* Strong analytical, communication, and presentation skills with the ability to influence across levels.
* Preferred Qualifications: Professional certifications such as Certified Fraud Examiner (CFE), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), or Certified in Risk and Information Systems Control (CRISC).
* Experience in financial services or other highly regulated industries.
* Knowledge of machine learning or AI-based fraud detection systems.
* Your excellent verbal and written communication skills enable you to prepare and present recommendations to fraud risk partners and senior management.
* Your affinity for solving complex problems, comfort with ambiguous situations, and your ability to help find innovative ways to mitigate fraud risk using your advanced analytical and critical thinking skills.
* The ability to perform independent review of fraud risk management practices within technology and business units.
* Monitor and assess emerging fraud threats and their potential impact on the organization's technology environment.
* Experience in the development and execution of fraud risk assessments and scenario analyses.
* The ability to evaluate the design and effectiveness of fraud detection and prevention controls in technology platforms.
* Partner with cybersecurity, fraud operations, and data analytics teams to identify control gaps and recommend remediation strategies.
* Review and validate control testing results and issue remediation plans.
* Contribute to the development and maintenance of fraud risk management policies, standards, and procedures.
* Enable compliance with applicable regulatory requirements and alignment with industry frameworks (e.g., FFIEC, NIST, ISO27001, AICPA Trust Principles).
Note: Fidelity is not providing immigration sponsorship for this position
The Team
You will report to the Technology Risk leader and manage a small team of technology risk associates. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes across the enterprise. Technology Risk is part of the broader Legal, Risk and Compliance group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity's brand. You will also work closely with other Enterprise Technology Risk teams and Centers of Excellence as well as Fidelity technology and business owners, Operational Risk teams, and Fidelity external auditors and regulators.
Certifications:
Category:
Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$85k-118k yearly est. 18d ago
Principal Data Scientist
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
Job Description: Principal Data Scientist The Role Do you want to work at the epicenter of new and emerging technologies? Not just tinkering around the edges, rather building critical solutions that will benefit our teams for years to come. Those who love to work with data may see this as the pinnacle of opportunities anywhere in the industry. Asset Management's Advanced Process Solutions team is seeking a Principal Data Scientist with experience in Large Language Models, Natural Language Processing, Machine learning, various Deep Learning related technologies, predictive and prescriptive analytics. If you want to build, design, and implement machine learning applications, such as: modeling, data ingestion, building data pipelines, writing APIs; as well as, designing and implementing natural language processing (NLP) and other machine learning algorithms, then this is the role for you!
The Expertise and Skills You Bring
* Deep understanding of Machine Learning & Deep Learning algorithms
* Proven experience working with business partners to understand their problem, design and model a solution, and bring a prototype to market efficiently
* Practical LLM application experience: RAG architectures, vector databases (e.g. Pinecone, FAISS), prompt engineering, evaluation frameworks, and guardrails/safety.
* Knowledge of most of the following quantitative fields: Natural Language Processing, OCR Information Retrieval, Machine Comprehension, Question Answering, Reinforcement Learning, Knowledge Graph, Causal Inference, and Design of Experiment
* Programming skills and experience, such as Python, Scikit Learn, PyTorch etc.
* Expertise in navigating large data sets (structured and unstructured), discovering, cleaning, analyzing, and preparing data for ingestion
* Experience building and hosting data pipelines and RESTful APIs
* Professional experience building scalable applications in AWS
* Familiarity with CI/CD and DevOps standard methodologies and/or ML-Ops
* Additional technical skills that are nice to have: Snowflake, JavaScript, Spark, Serverless, Jenkins, Concourse, NoSQL databases, Tableau, R, Linux
* A creative problem solver, who thrives on working through complex challenges and is fueled by a natural curiosity to keep up with continuous advancements and trends in technology
* Strong technical foundation with an ability to learn new skills and technologies as needed
* Great collaboration and interpersonal skills while also demonstrating the ability to be self-starter and independent thinker
* Strong communication and presentation skills, with the ability to explain complex technical/analytical concepts to audiences at all levels (technical and non-technical)
* Computer science / mathematics / quantitative educational background
* Working knowledge of Investment Management business domain knowledge across some combination of Research, Portfolio Management, Trading, Compliance, and Investment Operations is helpful, but not necessary
* Bachelors or equivalent with 7+ years of experience or Masters with 5+ years of experience
The Team
The Advanced Process Solutions Emerging Solutions is on the frontier of emerging technology and delivers innovative, scalable, industry-leading tools that enable Asset Management to achieve competitive advantage globally. Our work in this truly groundbreaking initiative will provide a major contribution to Asset Management's business operations and scale and efficiency objectives.
Certifications:
Category:
Data Analytics and Insights
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$63k-87k yearly est. 4d ago
Principal Rust Engineer, Tech Lead (DeFi Yield Gen)
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role As a Tech Lead / Principal Software Engineer on the DeFi Yield Gen Platform team, you'll get the opportunity to develop your skills and collaborate with engineers across Fidelity in a fun and dynamic environment. You will guide technical direction and work closely with Product Delivery and Architects to build a secure crypto yield generation platform utilizing modern software development practices. As Tech Lead, you will combine engineering leadership with mentorship to enable the team to deliver to its full potential, raise the bar on quality, and accelerate innovation in DeFi.
The Expertise and Skills You Bring
* 8+ years' of progressive experience in software engineering using programming languages like RUST and Python
* Previous Tech Lead (or equivalent) experience owning technical direction and delivering production-grade solutions from design through deployment.
* Raise the bar on software quality by defining standards, leading code and design reviews, and ensuring maintainable, modular solutions.
* Champion a testing culture by encouraging appropriate use of TDD, advancing test automation, and guiding thoughtful test design to improve quality and reliability.
* Partner with Product to turn requirements into well defined, testable, prioritized work to enable predictable delivery.
* Mentor and develop engineers, sharing best practices and fostering a culture of continuous improvement.
* Design and implement highly optimized, low-latency software for automated trading systems and analytical platforms.
* Enhance and maintain the DeFi trading platform, ensuring robustness and scalability.
* Collaborate with quantitative researchers and traders to deliver custom software solutions for developing strategies for trading Digital Assets.
* Provide ongoing support for trading systems and research platforms
* Bachelor's degree in computer science or related field required
* Ability to build reliable software that can withstand unreliable environments
* Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins Core
* Possess critical thinking skills to build end-to-end solutions
* Passionate and committed to learning new things and developing with the latest technologies and frameworks
* Work well in both a small agile team and independently, having a strong user focus
* Strong analytical and communication skills and the ability to handle multiple tasks at any given time
* Strong organization skills and attention to details
* Experience with AWS or other cloud platforms and containerization technologies such as Docker is a plus
* Experience with asynchronous workers and resilient messaging services is a plus
* Proficient in SQL and NoSQL databases is a plus
* Familiarity with L1 & L2 blockchains such as Ethereum, is a plus
* An understanding of microservice architecture is a plus
The Team
Fidelity Digital Assets, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.
Fidelity Digital Assets embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
Within Fidelity Digital Assets, the DeFi Yield Gen Team is responsible for the frontend, backend services and APIs that support DeFi Yield Generation Platform.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Information Technology
$107k-216k yearly 2d ago
Director, Asset Management Compliance Programs and Sub-Adviser Oversight
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role The Director, Asset Management Compliance Program and Sub-adviser Oversight, will play a key role in supporting the build out of new compliance programs, overseeing various program requirements, including mutual fund, institutional adviser, and NFA/CFTC compliance, as well as performing ongoing oversight of Board approved sub-advisers. You will interact with compliance leaders within Asset Management and across the firm to ensure program requirements are carried out appropriately. This exciting and varied role allows you to use your communication, organization, and critical thinking skills to manage day-to-day deliverables of the fund and adviser compliance programs while evaluating the impact of regulatory and business changes and implementing program enhancements.
The Expertise and Skills You Bring
* Bachelor's degree or equivalent
* Strong compliance, risk, and/or regulatory experience in the financial services industry
* Typically, 10+ years industry-related experience
* Strong understanding of asset management laws and regulations, including investment company, investment adviser businesses, and commodities rules as well as knowledge of industry practices relating to alternative investments or digital assets.
* Broad familiarity with Fidelity's Asset Management business and fund service providers across the firm
* Ability to understand complex issues and compliance requirements and to provide clear and concise explanations in written and verbal communications, including to senior members of Fidelity
* Proven time and project management skills
* Outstanding organizational skills and people and program management while also contributing a high volume of individual work
* Driven to evaluate opportunities for process improvements through technology and other creative solutions
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Drive regulatory compliance for Fidelity's asset management business by overseeing key service providers, providing guidance on program elements, and providing support and reporting to chief compliance officers and fund boards.
The Team
Asset Management Compliance ('AMC') works closely with Fidelity's investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.
The base salary range for this position is $103,000-211,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Compliance
$53k-66k yearly est. 12d ago
Vice President of Accounting - VC Fund Administration
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
Join Fidelity Private Shares and become a key part of the team that is tackling the real-world complexity of back-office operations for venture capital fund administration. We are building a platform to deliver seamless, accurate, and expert fund administration services that empower our VC clients to focus on what they do best: investing.
The Role
Fidelity is seeking a Vice President of Accounting to help define a new product offering and serve VC clients in their fund accounting and administration. The ideal candidate will have a start-up mentality with an interest in building a digital-forward solution for fund administration, an expertise in VC Fund Accounting with excellent client engagement.
You'll be responsible for a range of fund administration activities, including:
* Complete accounting activities for funds of venture capital clients. This is inclusive of close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles.
* Lead and manage client engagements, acting as the primary point of contact for clients, and ensuring high-quality service delivery.
* Consult on the innovation of building a new, digital-forward solution for fund administration, showcasing a start-up mentality and experience in working closely with product development.
The Expertise and Skills You Bring
* 8-12+ years of fund accounting experience in venture capital. Experience working at a fund administrator is required
* Deep venture capital industry experience and a strong background in partnership accounting.
* Experience with Limited Partnership Agreements and LLC Operating Agreements including interpretations of key LPA provisions and applications in practice. Experience and understanding of traditional close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles.
* A deep understanding of US GAAP and the calculations and related journal entries associated with key fund transactions including management fees, syndication costs, organization costs, fund expenses, investment transactions, and capital activity.
* Proficiency and experience building financial statements and familiarity with common annual financial statement footnotes
* An understanding of tax as to the annual K-1 reporting process and common deadlines.
* Experience working in Allvue is a plus.
* Possess strong client and relationship management skills to drive outcomes and meet customer needs
* Operational mindset with a strong focus on building repeatable, scalable processes
* Excellent written and verbal communications skills
* Skilled at building relationships at all levels of the organization
* Comfort with ambiguity; self-starter and entrepreneurial; inclusive attitude
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are Fidelity Labs, Fidelity Investments' in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life-building from scratch, adapting quickly, and moon-shot ambition-with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com.
The base salary range for this position is $118,000-226,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Operations
$73k-103k yearly est. 6d ago
Share Holder Financial Statement Reporting - Real Estate Alternative Accounting
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Manager, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds' platform.
The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software.
In this role you will prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products' external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle.
You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer's Office and Compliance, Risk & Business Operations.
The Expertise and Skills You Bring
* Bachelor's degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
* Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP)
* Experience with Yardi accounting software preferred
* Ability to work and lead in an operations-focused fast paced team environment
* Innovation attitude - ability to identify and drive forward new ways to improve current processes.
* Excellent written and verbal communications skills and strong presentation capability.
* Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)
* Advanced excel skills and experience translating accounting data into financial statement presentation
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success!
#Fidelityalts
#FFIOALTS
Certifications:
Category:
Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$78k-99k yearly est. 31d ago
IT - System Analyst
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
Launch Your Technology Career at Fidelity Investments Are you ready to start your technology career with Fidelity Investments? Join our dynamic technology team and contribute to projects that make a real impact. As a full-time associate, you will work on innovative initiatives, gain hands-on experience, and collaborate with industry experts, all while building a foundation for a successful career in tech.
THE ROLE
As an early career technologist, you will have the opportunity to work on high impact projects such as:
Contact Center Routing Rules Analysis:
Help untangle 20K+ routing rules that steer phone, email, and chat to the right associates as we build a rules intelligence layer as part of our next generation Contact Center. You'll catalog current rules, design a simplification framework and proposal, and prototype an AI data model to translate rules to the next platform. You'll get hands on with Amazon MemoryDB, OpenSearch, and Bedrock and drive measurable impact by cutting rule volume, accelerating business changes and improving customer experience.
THE SKILLS YOU BRING
* Degree in Information Systems, Analytics or related field
* Strong system analysis capabilities and problem-solving skills
* Familiarity with XML development
* AI/ML mindset and willingness to learn emerging technologies
WHY FIDELITY
* Contribute to projects that enable critical technology transformation.
* Work alongside experienced professionals who will guide your development.
* Gain hands-on experience in system analysis, automation, and enterprise-scale technology solutions.
* Build a strong foundation for long-term success in Fidelity's technology organization
Note: The role does not offer visa sponsorship
Certifications:
Category:
Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$59k-73k yearly est. 4d ago
Manager, Institutional Publishing
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role The Institutional Publishing Manager is responsible for creating compelling, timely presentations for institutional clients and prospects that help bring to life how Fidelity's investment strategies can address their unique needs. You'll partner closely with investment, product, data analysis, and institutional sales and relationship teams to deliver dynamic presentation materials that help win new business and grow important client relationships. You'll also partner with technology teams to automate presentation production and publishing. This is a fast-paced marketing role that provides a great opportunity to collaborate across the institutional and asset management organization on strategically important work.
The Expertise and Skills You Bring
* Minimum Bachelor's Degree
* 3+ years of experience working in financial services industry in a marketing, communications, data analyst, data production or project management capacity
* Knowledge of financial services and/or investment products
* Highly organized with strong project management skills, consistently setting and meeting deadlines, prioritizing work, and handling fast paced timelines
* Strong interpersonal and verbal communication skills, comfort collaborating across a range of levels, and able to use good judgement in engaging business partners
* Proficient with PowerPoint; able to translate data and technical information into clear, compelling charts, tables and other appealing visualizations and apply our design standards
* Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data
* Experience with Workfront, Seismic, and/or Tableau preferred
* Ability to be flexible and adaptive to changing content requirements, workflows, and new technology applications
* Imagination and curiosity to explore new ways to scale and automate production processes
The Team
Our marketing team partners closely with Fidelity investment teams to produce and scale impactful and timely investment content crafted to help institutional investors understand how Fidelity can address their unique investment challenges. Come explore our dynamic team!
Note: Fidelity will not provide immigration sponsorship for this position.
Certifications:
Category:
Marketing
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$63k-82k yearly est. 6d ago
Principal Business Analyst, Digital Solutions
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role Within Fidelity, our Digital Solutions Business Analysts are pivotal in partnering with business sponsors, co-leading key initiatives and translating customer and business needs into actionable solutions that deliver tangible value for our customers across digital experiences. This analyst will play a key role in Digital Channels Governance, ensuring consistent customer experiences across web and mobile applications & delivering value to our customers and business through governance and standards by:
* Understanding how the customer interacts with Fidelity's digital experiences and the tasks they need to complete.
* Facilitating Channel Governance forums to ensure adherence to standards and alignment across stakeholders.
* Partnering with teams to improve messaging creation and governance processes across Fidelity.com and Flagship Mobile.
* Collaborating with cross-functional teams to drive impact, consistency, and scale across digital experiences.
The Expertise and Skills you Bring
* Bachelor's degree required.
* 8+ years of business analysis experience (or Masters with 6+ years of experience), including experience with successful development and delivery of digital solutions.
* Experience in digital product management, governance processes, experimentation, and applying data-driven outcomes.
* Ability to communicate and collaborate effectively across multiple teams and stakeholders to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.
* Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making.
* Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information.
* Familiarity with digital adoption platforms (e.g. Pendo) preferred.
* Familiarity with tools like JIRA, Confluence for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.
The Team
Digital Solutions members are passionate about bringing together people, process, and technology to serve our growing customer base. DS&S members share a set of core product management and analytical skills, along with differentiating skills that are suited to the product to which they are aligned. This role will support the Digital Channels Governance mission to empower teams to create consistent customer experiences across web and mobile that align to business priorities, ensure adherence to standards, and promote efficiency and scale by leveraging reuse! As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to improve your skills and expand.
Note: Fidelity is not providing immigration sponsorship for this position
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Certifications:
Category:
Product Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$65k-82k yearly est. 14d ago
Manager, Business Oversight
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role
As Manager, Business Oversight at Fidelity Digital Assets, you will play a key role in developing and maintaining comprehensive first-line of defense programs for existing and newbusiness initiatives in the digital assets space. You are responsible for risk identification and control identification related to new business initiatives and supporting day-to-day operational activities for new product incubation, including reviewing transactions, maintaining accurate books & records, risk monitoring, reconciling various systems, and building subject matter expertise in digital assets and decentralized finance. To be effective, you will work closely with Product, Quantitative Strategies, Risk, and Compliance to ensure understanding of key risks and operational needs. With your knowledge and commitment, you will become a collaborative and resourceful member of the Fidelity Digital Assets team, sharing best practices and driving successful results. You will report to the Vice President, Business Oversight and will be responsible for a range of activities to support new business initiatives. #cryptojobs
The Expertise and Skills You Have
BA/BS required;
Proven experience analyzing operational workflows, identifying key risks and controls, and writing policies and procedures
Ability to recognize process inefficiency, think critically, and recommend improvement opportunity
Ability to adapt to a dynamic and changing environment
Proven ability to complete a set of complex daily tasks, with strong attention to detail and efficient, accurate processing
Understanding of money movement, reconciliation and digital asset settlement concepts
Knowledge of and passion for digital assets and blockchain technology preferred
Provide daily operational support, including transaction review, reconciliation, compliance operational monitoring, risk monitoring, triaging issues and reporting
Demonstrate effective verbal and written communication skills
Participate in, and provide valuable input into, conversations with business partners including Product, Quantitative Strategies, Risk, Compliance, etc. to support ongoing business needs and drive process improvement
Bring expertise in risk and control identification and evaluation to the business
Your experience in prior roles with detailed, task oriented operational support managing day to day work and building for the future, as well as project and program management skills
Your excellent interpersonal, verbal, and written communication skills
Your ability to work well on teams and in fast-paced, cross-collaborative environments
Your ability to think analytically and deliver solutions to complex challenges
Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions
Your success in navigating and thriving in a dynamic, growing new business
Comfort working across time zones and collaborating with distributed teams
Delivering superior results quickly and efficiently, utilizing effective time management skills
Driving innovation through curiosity and comprehensive understanding of business processes and challenges
Working with internal and external business partners to ensure proper policies and procedures are written
Proactively identify areas of risk mitigation and work with the broader teams to address
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $74,000-141,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Investment Operations
$74k-141k yearly 2d ago
Principal Systems Analyst
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role As a Systems Analyst on the FIA Data Analytics Platform Team within the Core Wealth Platform Product Area, you will support multiple initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome.
In this role, you will focus on the data analytics & reporting platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will drive initiatives supporting the data strategy for FIA.
The Expertise You Have:
* 8+ years professional experience as a Systems Analyst for software solutions
* Proven experience researching, optimizing, developing and authoring solution requirements, user stories, and specifications for moderate to complex software systems
* Proven experience with Structured Query Language (SQL) and programming in general
* Strong understanding and experience with complex relational database schemas and SQL management tools
* Understanding of data modeling concepts, ETL/ELT tools.
* Exposure to BI tools (Tableau, PowerBI, etc)
* Familiarity with data governance principles, Snowflake architecture
* Familiarity with life insurance products, such as annuities, a plus
* Proven experience with Agile development methodologies
* Deep knowledge of scrum tools - Jira experience desirable
* Excellent analytical skills
* Release coordination
* Be able to articulate complex system interactions through diagrams and crisp documentation to a wide spectrum of audiences
* Ability to understand the technical aspects of the software, data flow, including understanding of code to be able to understand the business logic, understand technical architecture
* Produce artifacts - business flow diagrams
* Have good understanding of solution architecture and partner with Architects, Business Analysts and tech leads
* Have end to end knowledge of system interactions and be able to articulate well to different audiences both technical and non-technical
* Prod incidents analysis - Splunk queries, build dashboards/alerts
* Bachelor's Degree Computer Science or related technology discipline.
The Team
You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the data analytics and reporting platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.
Certifications:
Category:
Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$85k-101k yearly est. 4d ago
Corporate Governance Analyst
Fidelity Investments 4.6
Fidelity Investments job in Merrimack, NH
The Role Are you interested in corporate governance and want to be a part of a dynamic, collaborative environment? We are looking for a Corporate Governance Analyst in Fidelity Fund Investment Operations (FFIO) to support proxy voting and stewardship activities. You will assist in reviewing proxy materials, executing votes according to Fidelity's guidelines, and supporting engagement efforts with portfolio companies. This role offers exposure to governance trends, sustainable practices, and regulatory developments.
* Review and analyze proxy statements, shareholder proposals, and governance disclosures.
* Ensure timely and accurate vote execution using proxy platforms (ISS, Glass Lewis) and maintain compliance with regulatory requirements
* Assist with research and preparation for discussions with portfolio company boards and senior executives on governance and compensation matters
* Help prepare reports and summaries of voting activity, stewardship outcomes, and governance trends
* Monitor and research trends in corporate governance, human and natural capital, and other emerging areas
* Track regulatory developments (SEC rules, global governance codes) and help inform potential policy updates
* Collaborate with internal stakeholders (investment teams, legal, compliance) and external vendors.
The Expertise and Skills You Bring
* Bachelor's degree; advanced degree preferred
* 2-4 years of financial services experience
* Intellectual curiosity and ability to take initiative to tackle problems, identify risks and raise issues appropriately
* Ability to manage multiple priorities under tight deadlines with a strong sense of ownership and accountability.
* Effective verbal and written communication and presentation skills
* Strong sense of ownership, accountability and focus on achieving objectives
* Experience with or interest in shareholder and corporate governance issues
* Strong analytical skills with proficiency in Excel and data visualization tools (Power BI, Tableau).
This dynamic Investment Proxy Research team within FFIO coordinates the proxy voting programs for Fidelity's affiliated advisors including FMRCo, FIAM, FIC, Strategic Advisers, and other internal business partners. Program activities include corporate governance research and analysis, portfolio company engagement, policy development, vote execution and operations, various reporting, and disclosure of vote activity.
Note: Fidelity will not provide immigration sponsorship for this position
Certifications:
Category:
Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.